Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STSIX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 3.02% | 10.46% | 9.33% | 6.83% | 9.28% | 11.36% | NA | 9.21% |
Data as of 08/01/2025, AR inception is 01/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STSIX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 01/26/2007 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 10.46 | 9.33 | 6.83 | 9.28 | 11.36 | NA | 9.21 | 3.02 | 8.52 | 18.04 | -36.43 | -4.98 | 25.13 | 22.96 | 2.18 | 19.45 | 10.05 | -4.75 | -3.08 | 42.93 | 16.23 | 1.77 | 26.77 | 36.44 | -40.05 | 13.81 |
| Sharpe Ratio | NA | 0.42 | 0.40 | 0.27 | 0.36 | NA | NA | 0.34 | 0.26 | 0.10 | 0.82 | -1.10 | -0.19 | 0.66 | 1.28 | 0.04 | 1.60 | 0.52 | -0.26 | -0.17 | 2.93 | 0.95 | 0.05 | 1.26 | 1.28 | -1.04 | 0.64 |
| Standard Deviation(%) | NA | 23.32 | 21.16 | 22.62 | 22.71 | NA | NA | 23.58 | 26.20 | 18.40 | 16.92 | 34.44 | 26.46 | 37.69 | 16.87 | 20.88 | 11.81 | 18.82 | 18.11 | 18.49 | 14.65 | 17.21 | 31.76 | 21.18 | 28.47 | 39.17 | 18.81 |
| Draw Down(%) | NA | 23.97 | 23.97 | 37.32 | 37.32 | NA | NA | 56.33 | 23.97 | 12.50 | 12.57 | 37.90 | 23.68 | 36.35 | 11.76 | 29.58 | 4.88 | 18.63 | 16.88 | 16.14 | 7.07 | 11.38 | 27.50 | 16.81 | 24.12 | 52.27 | 10.94 |
| Yield(%) | 0.00 | 6.71 | 6.11 | 9.24 | 9.84 | 12.86 | 9.38 | 10.42 | 0.00 | 7.35 | 1.48 | 7.89 | 19.42 | 12.40 | 11.72 | 29.39 | 3.94 | 0.92 | 4.33 | 4.00 | 5.34 | 7.00 | 7.74 | 1.44 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 01/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSIX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
-6.47%
Aug 2007 - Aug 2010 |
2.38%
Oct 2007 - Oct 2012 |
5.88%
Oct 2013 - Oct 2023 |
7.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSIX (AMERICAN BEACON STEPHENS SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
32.32%
Feb 2009 - Feb 2012 |
28.26%
Feb 2009 - Feb 2014 |
17.44%
Feb 2009 - Feb 2019 |
14.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart